SWM
Selective Wealth Management’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-127
| Closed | -$3K | – | 592 |
|
|
2022
Q3 | $3K | Hold |
127
| – | – | ﹤0.01% | 645 |
|
|
2022
Q2 | $2K | Buy |
+127
| New | +$2K | ﹤0.01% | 702 |
|
|
2020
Q3 | – | Sell |
-167
| Closed | -$2K | – | 395 |
|
|
2020
Q2 | $2K | Hold |
167
| – | – | ﹤0.01% | 387 |
|
|
2020
Q1 | $1K | Hold |
167
| – | – | ﹤0.01% | 318 |
|
|
2019
Q4 | $3K | Buy |
167
+1
| +0.6% | +$18 | ﹤0.01% | 266 |
|
|
2019
Q3 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 270 |
|